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FT Vest US Equity Moderate Buffer ETF June
GJUN

112 hedge funds and large institutions have $199M invested in FT Vest US Equity Moderate Buffer ETF June in 2024 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 18 increasing their positions, 42 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.65% less ownership

Funds ownership: 65.33% → 63.68% (-1.6%)

8% less funds holding

Funds holding: 122 → 112 (-10)

31% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 26

39% less capital invested

Capital invested by funds: $329M → $199M (-$129M)

57% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 42

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
112
Holders Change
-10
Holders Change %
-8.2%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
18
Increased
18
Reduced
42
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$5.77M
2
AWA
Arkadios Wealth Advisors
Georgia
+$1.55M
3
NFG
Nations Financial Group
Iowa
+$1.32M
4
NF
Nvest Financial
New Hampshire
+$1.02M
5
HIS
Harvest Investment Services
Illinois
+$848K

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$92.7M
2
AIC
Archer Investment Corporation
Indiana
-$11.2M
3
LAS
Lloyd Advisory Services
Georgia
-$6.88M
4
OWA
Outlook Wealth Advisors
Texas
-$5.55M
5
PGWM
Pitti Group Wealth Management
New York
-$3.29M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
101
JP Morgan Chase
New York
$107K +$106K +2,963 New
GWM
102
Geneos Wealth Management
Colorado
$88.2K +$88K +2,450 New
FNWA
103
Financial Network Wealth Advisors
Utah
$64K +$63.8K +1,778 New
UBS Group
104
UBS Group
Switzerland
$63K +$28.9K +806 +85%
Barclays
105
Barclays
United Kingdom
$55.1K -$148K -4,132 -73%
BBPWM
106
Blue Bell Private Wealth Management
Pennsylvania
$43.3K – – –
HI
107
Harbour Investments
Wisconsin
$26.4K – – –
IWM
108
IMG Wealth Management
Florida
$14.8K +$14.8K +412 New
HBW
109
Hazlett, Burt & Watson
West Virginia
$13K – – –
CJ
110
Caitlin John
Michigan
$12.6K -$251 -7 -2%
NMG
111
New Millennium Group
Utah
$4.1K +$4.09K +114 New
NS
112
NBC Securities
Alabama
$168 -$168K -4,678 -100%
LAS
113
Lloyd Advisory Services
Georgia
– -$6.88M -194,264 Closed
OWA
114
Outlook Wealth Advisors
Texas
– -$5.55M -156,613 Closed
PGWM
115
Pitti Group Wealth Management
New York
– -$3.29M -103,385 Closed
SW
116
SMART Wealth
Nebraska
– -$2.81M -79,199 Closed
HBS
117
Howard Bailey Securities
Indiana
– -$1.87M -52,701 Closed
GLR
118
Great Lakes Retirement
Ohio
– -$1.37M -38,752 Closed
FI
119
FWG Investments
Kentucky
– -$1.3M -36,625 Closed
AWA
120
Authentikos Wealth Advisory
California
– -$1.1M -31,158 Closed
CAG
121
Csenge Advisory Group
Florida
– -$954K -26,854 Closed
SRA
122
Secured Retirement Advisors
Minnesota
– -$906K -25,584 Closed
BOSSRA
123
B.O.S.S. Retirement Advisors
Utah
– -$876K -24,732 Closed
FA
124
FSA Advisors
Michigan
– -$409K -12,002 Closed
HF
125
HRT Financial
New York
– -$288K -8,157 Closed
2 3 4
5
6

GJUN Hedge Fund Activity: Q4 2024 in Review

112 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in FT Vest US Equity Moderate Buffer ETF June (GJUN) for Q4 2024, worth a combined $199M — down 39% from $329M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of GJUN and 18 opened new positions — a net loss of 8 holders — while 42 trimmed existing stakes and 18 added.

The largest buyer was Ameriprise, opening a new position worth an estimated $5.77M. The largest seller was AE Wealth Management, cutting an estimated $92.7M.

  • 112 institutional investors held FT Vest US Equity Moderate Buffer ETF June (GJUN) as of Q4 2024, down from 122 in Q3 2024.
  • Funds reported $199M of FT Vest US Equity Moderate Buffer ETF June stock for Q4 2024, down 39% quarter-over-quarter.
  • 18 funds opened new FT Vest US Equity Moderate Buffer ETF June positions in Q4 2024 and 26 closed out, a net change of -8 holders.
  • The largest FT Vest US Equity Moderate Buffer ETF June buyer in Q4 2024 was Ameriprise, an estimated $5.77M added.
  • The largest FT Vest US Equity Moderate Buffer ETF June seller in Q4 2024 was AE Wealth Management, an estimated $92.7M sold.

Based on aggregated 13F filings for Q4 2024.